Banking - Financial Services Representative - New Accounts
Pacific Western Bank - San Mateo, CA

This job posting is no longer available on CareerBuilder. Find similar jobs: Banking jobs - Pacific Western Bank jobs

As a Financial Services Representative at Pacific Western Bank, you will be responsible for delivering a superb customer service experience to our banking clients. Beyond handling their transactions in a timely and professional manner, you will enjoy what few banks offer-the opportunity to engage with your customers and proactively identify ways to to maximize their banking experience.Responsibilities of Financial Services Representative: Promote a positive image of the Bank and add value by cross-selling its products and services. Open and close accounts such as checking, savings, IRAs, and CDs Superseding accounts Order checks and ATM cards Input new accounts on ITI and submit complete package Contribute to the branch's overall goals Perform other duties as assigned
We are seeking vibrant, energetic candidates with a passion for delivering excellence in customer service to our banking customers. Requirements: High School Diploma or equivalent Minimum of three years of recent New Accounts experience in banking Be able to prepare documentation for new accounts under the banks CIP/BSA and Bank policies Excellent written and verbal communication skills are required Have good interpersonal skills Knowledge of the ITI system Knowledge of Navigator, Director, Word, and Excel Superior customer service skills. Strong operational understanding Professional appearance Understanding of Asian language a plus NO WEEKEND SHIFTS!

CareerBuilder - 20 months ago - save job - block
Recommended Jobs
Financial Services Officer, Menlo Park
BNP Paribas - Menlo Park, CA
BNP PARIBAS - 20 days ago

Financial Services Representative - 25 Hours...
BNP Paribas - Los Altos, CA
BNP PARIBAS - 30+ days ago

Financial Services Representative - Downtown...
BNP Paribas - San Francisco, CA
BNP PARIBAS - 30+ days ago
About this company
17 reviews
We are not like other banks. At Pacific Western Bank, relationship banking is not the exception, but the rule. For over 30 years we've...